See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,301 | $177,572-83.5% | $154,803-81.1% | $142,382-79.4% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 9.65% | 65.07%-55.4pp | 58.88%-49.2pp | 217.08%-207.4pp |
| Employer contribution / active EE | $7,653 | $4,810+59.1% | $4,305+77.8% | $4,299+78.0% |
| Participant deferral / active EE | $14,196 | $6,272+126.3% | $5,540+156.2% | $6,507+118.2% |
| Admin fee / account holder | $36,636 | $16,786+118.3% | $14,329+155.7% | $12,624+190.2% |